PIA

Powell Investment Advisors Portfolio holdings

AUM $286M
1-Year Est. Return 20.84%
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.13M
3
+$1.61M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$959K

Top Sells

1
+$6.79M
2
+$3.73M
3
+$1.44M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$915K
5
HD icon
Home Depot
HD
+$879K

Sector Composition

1 Financials 6.45%
2 Technology 5.89%
3 Consumer Discretionary 4.23%
4 Communication Services 1.33%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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165
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0
166
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3 4 5 6
7